13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Oct 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

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4,551-4,600 of 4,758
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Current page
92

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

Cox Capital Mgt LLC

CIK 0001748728

13F-HR Q3 2026
CIK
0001748728
Source
SEC 13F-HR
Action
13F-HR accepted
Value
74 holdings / $178,512,702
Filed
07 Oct 2026, 13:04:49 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Red Spruce Capital, LLC

CIK 0001795356

13F-HR Q3 2026
CIK
0001795356
Source
SEC 13F-HR
Action
13F-HR accepted
Value
94 holdings / $282,876,941
Filed
07 Oct 2026, 12:45:11 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

JP Wealth Management, Inc.

CIK 0001967622

13F-HR Q3 2026
CIK
0001967622
Source
SEC 13F-HR
Action
13F-HR accepted
Value
14 holdings / $157,846,296
Filed
07 Oct 2026, 12:43:40 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

MJT & Associates Financial Advisory Group, Inc.

CIK 0002065777

13F-HR Q3 2026
CIK
0002065777
Source
SEC 13F-HR
Action
13F-HR accepted
Value
437 holdings / $154,610,284
Filed
07 Oct 2026, 12:43:16 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Venture Visionary Partners LLC

CIK 0001792283

13F-HR Q3 2026
CIK
0001792283
Source
SEC 13F-HR
Action
13F-HR accepted
Value
685 holdings / $3,817,628,571
Filed
07 Oct 2026, 12:32:35 UTC
Period
2026 Q3

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Elm Partners Management LLC

CIK 0001743941

13F-HR/A Q2 2026
CIK
0001743941
Source
SEC 13F-HR/A
Action
13F-HR/A accepted
Value
160 holdings / $3,359,030,358
Filed
07 Oct 2026, 12:31:02 UTC
Period
2026 Q2 - Restatement

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
07 Oct 2026, 13:04:49 UTC 13F-HR Cox Capital Mgt LLC CIK 0001748728 2026 Q3 Open parsed portfolio 74 $178,512,702 Open SEC source
07 Oct 2026, 12:45:11 UTC 13F-HR Red Spruce Capital, LLC CIK 0001795356 2026 Q3 Open parsed portfolio 94 $282,876,941 Open SEC source
07 Oct 2026, 12:43:40 UTC 13F-HR JP Wealth Management, Inc. CIK 0001967622 2026 Q3 Open parsed portfolio 14 $157,846,296 Open SEC source
07 Oct 2026, 12:43:16 UTC 13F-HR MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 2026 Q3 Open parsed portfolio 437 $154,610,284 Open SEC source
07 Oct 2026, 12:32:35 UTC 13F-HR Venture Visionary Partners LLC CIK 0001792283 2026 Q3 Open parsed portfolio 685 $3,817,628,571 Open SEC source
07 Oct 2026, 12:31:02 UTC 13F-HR/A Elm Partners Management LLC CIK 0001743941 2026 Q2 - Restatement Open parsed portfolio 160 $3,359,030,358 Open SEC source
07 Oct 2026, 12:30:07 UTC 13F-HR/A Elm Partners Management LLC CIK 0001743941 2025 Q4 - Restatement Open parsed portfolio 154 $2,701,729,257 Open SEC source
07 Oct 2026, 12:29:10 UTC 13F-HR/A Elm Partners Management LLC CIK 0001743941 2025 Q3 - Restatement Open parsed portfolio 146 $2,463,908,211 Open SEC source
07 Oct 2026, 12:28:10 UTC 13F-HR/A Elm Partners Management LLC CIK 0001743941 2025 Q2 - Restatement Open parsed portfolio 101 $2,143,015,709 Open SEC source
07 Oct 2026, 12:28:06 UTC 13F-HR Crumly & Associates Inc. CIK 0001759578 2026 Q3 Open parsed portfolio 205 $563,318,542 Open SEC source
07 Oct 2026, 12:27:25 UTC 13F-HR FIRST COMMUNITY TRUST NA CIK 0001130344 2026 Q3 Open parsed portfolio 338 $300,226,177 Open SEC source
07 Oct 2026, 12:27:23 UTC 13F-HR Asempa Wealth Advisors CIK 0002099967 2026 Q3 Open parsed portfolio 110 $128,270,467 Open SEC source
07 Oct 2026, 12:25:24 UTC 13F-HR LEGACY SOLUTIONS, LLC CIK 0002053314 2026 Q3 Open parsed portfolio 91 $130,938,358 Open SEC source
07 Oct 2026, 12:20:06 UTC 13F-HR Pathway Financial Advisors LLC CIK 0001738828 2026 Q3 Open parsed portfolio 128 $905,068,051 Open SEC source
07 Oct 2026, 12:18:08 UTC 13F-HR Mendota Financial Group, LLC CIK 0001964538 2026 Q3 Open parsed portfolio 32 $161,235,236 Open SEC source
07 Oct 2026, 12:08:54 UTC 13F-HR Great Waters Wealth Management CIK 0001964535 2026 Q3 Open parsed portfolio 131 $1,112,104,896 Open SEC source
07 Oct 2026, 12:03:26 UTC 13F-HR WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 2026 Q3 Open parsed portfolio 78 $492,635,875 Open SEC source
07 Oct 2026, 12:03:14 UTC 13F-HR/A Elm Partners Management LLC CIK 0001743941 2025 Q1 - Restatement Open parsed portfolio 70 $1,940,751,536 Open SEC source
07 Oct 2026, 12:02:49 UTC 13F-HR Weaver Consulting Group CIK 0001780055 2026 Q3 Open parsed portfolio 305 $514,258,860 Open SEC source
07 Oct 2026, 11:59:12 UTC 13F-HR Todd Wealth Management, LLC CIK 0002157683 2026 Q2 Open parsed portfolio 112 $131,930,141 Open SEC source
07 Oct 2026, 11:58:22 UTC 13F-HR SigFig Wealth Management, LLC CIK 0001696957 2026 Q3 Open parsed portfolio 150 $4,004,648,243 Open SEC source
07 Oct 2026, 11:54:15 UTC 13F-HR McAlister, Sweet & Associates, Inc. CIK 0001774087 2026 Q3 Open parsed portfolio 35 $158,265,609 Open SEC source
07 Oct 2026, 11:51:09 UTC 13F-HR American National Bank of Texas CIK 0002086953 2026 Q3 Open parsed portfolio 52 $109,490,327 Open SEC source
07 Oct 2026, 11:49:14 UTC 13F-HR ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 2026 Q3 Open parsed portfolio 61 $1,118,174,926 Open SEC source
07 Oct 2026, 11:47:28 UTC 13F-HR AMERICAN NATIONAL BANK & TRUST CIK 0001272164 2026 Q3 Open parsed portfolio 618 $1,091,712,411 Open SEC source
07 Oct 2026, 11:36:05 UTC 13F-HR Worth Asset Management, LLC CIK 0001927285 2026 Q3 Open parsed portfolio 228 $343,032,372 Open SEC source
07 Oct 2026, 11:34:51 UTC 13F-HR Todd Wealth Management, LLC CIK 0002157683 2026 Q1 Open parsed portfolio 106 $109,927,872 Open SEC source
07 Oct 2026, 11:32:27 UTC 13F-HR Matrix Trust Co CIK 0001784277 2026 Q3 Open parsed portfolio 101 $687,624,000 Open SEC source
07 Oct 2026, 11:22:46 UTC 13F-HR KWMG, LLC CIK 0001633024 2026 Q3 Open parsed portfolio 155 $1,387,557,093 Open SEC source
07 Oct 2026, 11:18:02 UTC 13F-HR PFW Advisors LLC CIK 0001989744 2026 Q3 Open parsed portfolio 122 $336,769,301 Open SEC source
07 Oct 2026, 11:12:36 UTC 13F-HR Lake Hills Wealth Management, LLC CIK 0001705594 2026 Q3 Open parsed portfolio 62 $217,678,358 Open SEC source
07 Oct 2026, 11:09:37 UTC 13F-HR Strong Retirement Solutions LLC CIK 0002111795 2026 Q3 Open parsed portfolio 84 $177,894,624 Open SEC source
07 Oct 2026, 10:55:58 UTC 13F-HR BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 2026 Q3 Open parsed portfolio 136 $503,825,790 Open SEC source
07 Oct 2026, 10:55:27 UTC 13F-HR STEGINSKY CAPITAL LLC CIK 0001120048 2026 Q3 Open parsed portfolio 8 $609,784,000 Open SEC source
07 Oct 2026, 10:55:15 UTC 13F-HR Todd Wealth Management, LLC CIK 0002157683 2025 Q4 Open parsed portfolio 100 $110,520,960 Open SEC source
07 Oct 2026, 10:48:09 UTC 13F-HR MRA Advisory Group CIK 0001841816 2026 Q3 Open parsed portfolio 151 $267,028,875 Open SEC source
07 Oct 2026, 10:32:23 UTC 13F-HR Wealth Group Ltd CIK 0002010748 2026 Q3 Open parsed portfolio 94 $538,721,881 Open SEC source
07 Oct 2026, 10:30:03 UTC 13F-HR Applied Capital LLC/FL CIK 0001965393 2026 Q3 Open parsed portfolio 92 $150,354,429 Open SEC source
07 Oct 2026, 10:28:03 UTC 13F-HR Martin Capital Partners, LLC CIK 0001731216 2026 Q3 Open parsed portfolio 73 $279,103,762 Open SEC source
07 Oct 2026, 10:25:47 UTC 13F-HR FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 0000753967 2026 Q3 Open parsed portfolio 63 $165,265,487 Open SEC source
07 Oct 2026, 10:25:04 UTC 13F-HR Bank & Trust Co CIK 0002026082 2026 Q3 Open parsed portfolio 308 $159,005,812 Open SEC source
07 Oct 2026, 10:14:15 UTC 13F-HR S.E.E.D. Planning Group LLC CIK 0001765515 2026 Q3 Open parsed portfolio 98 $408,316,153 Open SEC source
07 Oct 2026, 10:10:39 UTC 13F-HR Snow Phipps Group, LLC CIK 0001698661 2026 Q3 Open parsed portfolio 2 $264,115,653 Open SEC source
07 Oct 2026, 10:01:11 UTC 13F-HR Emprise Bank CIK 0002018815 2026 Q3 Open parsed portfolio 106 $261,635,664 Open SEC source
07 Oct 2026, 09:59:40 UTC 13F-HR NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 2026 Q3 Open parsed portfolio 263 $594,963,074 Open SEC source
07 Oct 2026, 09:49:30 UTC 13F-HR Seven Bridges Advisors LLC CIK 0001632929 2026 Q3 Open parsed portfolio 17 $221,226,666 Open SEC source
07 Oct 2026, 08:43:57 UTC 13F-HR Veery Capital, LLC CIK 0001844375 2026 Q3 Open parsed portfolio 101 $375,282,966 Open SEC source
07 Oct 2026, 08:42:46 UTC 13F-HR Platt Investment Counsel, LLC CIK 0001859195 2026 Q3 Open parsed portfolio 15 $145,301,102 Open SEC source
07 Oct 2026, 08:41:50 UTC 13F-HR FSA Investment Group, LLC CIK 0002051584 2026 Q3 Open parsed portfolio 42 $314,135,469 Open SEC source
07 Oct 2026, 08:40:16 UTC 13F-HR PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 2026 Q3 Open parsed portfolio 80 $105,938,024 Open SEC source
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